See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $66,863 |
KOVACK SECURITIES INC10+ years Filed as: KOVACK ADVISORS INC. Service code 27 · EIN 20-0981614 | Advisory (Plan) | $28,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,235 | $101,317-40.5% | $146,958-59.0% | $74,495-19.1% |
| Participation rate | 78.7% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.5pp |
| Annual return | 14.25% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,567 | $3,810-32.6% | $4,933-48.0% | $2,623-2.1% |
| Participant deferral / active EE | $5,415 | $7,303-25.8% | $8,070-32.9% | $4,346+24.6% |
| Admin fee / account holder | $465 | $1,739-73.2% | $12,998-96.4% | $1,942-76.0% |